SFG
FULT icon

Steward Financial Group’s Fulton Financial FULT Stock Holding History

Steward Financial Group’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+111
New +$1.46K ﹤0.01% 1155
2022
Q3 		– Sell
-79
Closed -$1K – 551
2022
Q2 		$1K Buy
+79
New +$1.22K ﹤0.01% 739

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Steward Financial Group's FULT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Fulton Financial (FULT) in Q3 2023: 111 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FULT as recently as Q2 2022.

Steward Financial Group first reported a position in FULT in Q2 2022 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold FULT as of Q3 2023.

  • Steward Financial Group held 111 shares of Fulton Financial worth $1K as of Q3 2023.
  • Fulton Financial was a new Steward Financial Group position in Q3 2023.
  • Fulton Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1155 holding.
  • Steward Financial Group first reported a position in Fulton Financial in Q2 2022 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.